Nov 09, 2022 - 02:47 PM
Thanks for the compliments. In short- I don't believe that edge centers at cell tower sites will add much value, if any, to leases. There is a lot of noise from the tower companies about their "alternative investments" in edge server companies- but not a lot of actual deployments.
To me, it isn't a compelling use case at tower sites. Sure, tower sites are secure- have fiber- have power- but so do many office buildings, warehouses, and other commercial locations.
The latency isn't great enough that having an edge data center at a tower site instead of 1,000 to 10,000 feet away will make a difference except in very unique use cases.